Filed September 21, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,691 | $46,297+275.2% | $71,671+142.3% | $62,292+178.8% |
| Participation rate | 61.5% | 60.6%+0.9pp | 68.7%-7.2pp | 69.5%-8.0pp |
| Annual return | 21.67% | 22.32%-0.7pp | 20.65%+1.0pp | 28.90%-7.2pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,408 | $2,235+231.4% | $3,438+115.5% | $3,169+133.8% |
| Admin fee / account holder | -$80 | $461-117.3% | $5,558-101.4% | $479-116.6% |